GeoWealth Management’s Novo Nordisk NVO Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.05M Buy
15,192
+4,575
+43% +$316K 0.04% 242
2025
Q1
$737K Sell
10,617
-5,518
-34% -$383K 0.03% 339
2024
Q4
$1.39M Buy
16,135
+1,168
+8% +$100K 0.05% 236
2024
Q3
$1.78M Sell
14,967
-6,040
-29% -$719K 0.06% 201
2024
Q2
$3M Buy
21,007
+6,298
+43% +$899K 0.13% 117
2024
Q1
$1.89M Buy
14,709
+1,214
+9% +$156K 0.07% 181
2023
Q4
$1.4M Buy
13,495
+13,207
+4,586% +$1.37M 0.12% 175
2023
Q3
$26K Buy
288
+142
+97% +$12.8K ﹤0.01% 426
2023
Q2
$12K Buy
+146
New +$12K ﹤0.01% 401